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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 180.90

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Oct 31 9:30 AM EST

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To: Cooters who wrote (45229)	3/29/2005 10:26:36 AM
From: carranza2	Read Replies (1) of 196395

Do you know what the difference between EUL and HSUPA might be from a functional standpoint? That is, other than the consternation-causing sampling for the 7200 being 1Q06 instead of 4Q05 as originally stated for the EUL-supporting 7200? I think I discern a strategy--go after the ultra high end stuff that takes a bit more time rather than deal with the more prosaic stuff that is going into the market now. If this is so, it concerns me (1) because there is no guarantee that the ultra high end chips will be timely and (2) the market, reputations and, consequently, market-share for WCDMA are being made now. Analogizing to simple 1x and CDMAOne, however, injects some sense into the rationale. It is unlikely that the chips making market share for TXN and others will be around much longer after the first cycle of adoption ends. Still, if this is the thinking, it's a bit of a risk.

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